Kristy Morrison
Financial Adviser in Tamworth, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000235060
- Location
- Tamworth NSW 2340
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 17 July 2003
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Planning, Financial Planning Association Australia (2003); Certified Financial Planner, Financial Planning Association Australia (2008); Graduate Diploma of Financial Planning, Kaplan (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Kristy Morrison
On the Financial Advisers Register kept by ASIC, Kristy Morrison appears as a current financial adviser in Tamworth, New South Wales, adviser number 000235060.
Kristy provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. The current authorisation started on 17 July 2003.
The register records 2003 as the year Kristy first provided financial advice. The qualifications listed for Kristy include Diploma of Financial Planning (Financial Planning Association Australia, 2003), Certified Financial Planner (Financial Planning Association Australia, 2008) and Graduate Diploma of Financial Planning (Kaplan, 2023). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kristy Morrison a registered financial adviser?
Yes. Kristy Morrison is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235060.
Which licensee does Kristy Morrison work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Kristy Morrison give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.